TCI Wealth Advisors’s PNC Financial Services PNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-414
| Closed | -$52.6K | – | 1682 |
|
|
2023
Q1 | $52.6K | Sell |
414
-115
| -22% | -$17.3K | 0.01% | 422 |
|
|
2022
Q4 | $83.6K | Buy |
529
+76
| +17% | +$12K | 0.01% | 301 |
|
|
2022
Q3 | $68K | Sell |
453
-5
| -1% | -$810 | 0.01% | 313 |
|
|
2022
Q2 | $72K | Buy |
458
+61
| +15% | +$10.2K | 0.01% | 297 |
|
|
2022
Q1 | $73K | Buy |
397
+3
| +0.8% | +$606 | 0.01% | 316 |
|
|
2021
Q4 | $79K | Buy |
394
+3
| +0.8% | +$611 | 0.01% | 306 |
|
|
2021
Q3 | $76K | Buy |
391
+81
| +26% | +$15.3K | 0.01% | 337 |
|
|
2021
Q2 | $59K | Hold |
310
| – | – | 0.01% | 360 |
|
|
2021
Q1 | $54K | Buy |
310
+66
| +27% | +$10.9K | 0.02% | 338 |
|
|
2020
Q4 | $36K | Buy |
244
+4
| +2% | +$511 | 0.02% | 390 |
|
|
2020
Q3 | $26K | Sell |
240
-3
| -1% | -$323 | 0.01% | 403 |
|
|
2020
Q2 | $26K | Sell |
243
-111
| -31% | -$11.7K | 0.01% | 399 |
|
|
2020
Q1 | $34K | Buy |
354
+43
| +14% | +$5.78K | 0.02% | 372 |
|
|
2019
Q4 | $50K | Buy |
311
+50
| +19% | +$7.51K | 0.02% | 388 |
|
|
2019
Q3 | $37K | Buy |
261
+24
| +10% | +$3.25K | 0.02% | 378 |
|
|
2019
Q2 | $33K | Hold |
237
| – | – | 0.02% | 386 |
|
|
2019
Q1 | $29K | Sell |
237
-65
| -22% | -$8.05K | 0.01% | 432 |
|
|
2018
Q4 | $35K | Sell |
302
-70
| -19% | -$8.93K | 0.02% | 375 |
|
|
2018
Q3 | $51K | Buy |
372
+51
| +16% | +$7.25K | 0.02% | 334 |
|
|
2018
Q2 | $43K | Buy |
321
+18
| +6% | +$2.63K | 0.02% | 350 |
|
|
2018
Q1 | $46K | Buy |
303
+17
| +6% | +$2.64K | 0.02% | 346 |
|
|
2017
Q4 | $41K | Buy |
286
+33
| +13% | +$4.56K | 0.02% | 372 |
|
|
2017
Q3 | $34K | Hold |
253
| – | – | 0.02% | 379 |
|
|
2017
Q2 | $32K | Sell |
253
-68
| -21% | -$8.2K | 0.02% | 386 |
|
|
2017
Q1 | $39K | Buy |
321
+87
| +37% | +$10.7K | 0.02% | 333 |
|
|
2016
Q4 | $27K | Hold |
234
| – | – | 0.01% | 431 |
|
|
2016
Q3 | $21K | Sell |
234
-159
| -40% | -$13.6K | 0.01% | 443 |
|
|
2016
Q2 | $32K | Hold |
393
| – | – | 0.02% | 349 |
|
|
2016
Q1 | $33K | Hold |
393
| – | – | 0.02% | 355 |
|
|
2015
Q4 | $37K | Hold |
393
| – | – | 0.02% | 340 |
|
|
2015
Q3 | $35K | Hold |
393
| – | – | 0.02% | 322 |
|
|
2015
Q2 | $38K | Hold |
393
| – | – | 0.02% | 306 |
|
|
2015
Q1 | $37K | Hold |
393
| – | – | 0.02% | 266 |
|
|
2014
Q4 | $36K | Hold |
393
| – | – | 0.02% | 281 |
|
|
2014
Q3 | $34K | Sell |
393
-184
| -32% | -$15.6K | 0.02% | 267 |
|
|
2014
Q2 | $51K | Buy |
577
+184
| +47% | +$15.7K | 0.03% | 245 |
|
|
2014
Q1 | $34K | Hold |
393
| – | – | 0.02% | 266 |
|
|
2013
Q4 | $30K | Hold |
393
| – | – | 0.02% | 304 |
|
|
2013
Q3 | $28K | Hold |
393
| – | – | 0.02% | 259 |
|
|
2013
Q2 | $29K | Buy |
+393
| New | +$27.2K | 0.02% | 265 |
|
Other funds holding PNC
